{"id":1387,"date":"2022-04-11T21:14:12","date_gmt":"2022-04-11T21:14:12","guid":{"rendered":"https:\/\/morecpq.com\/?p=1387"},"modified":"2025-01-24T12:31:53","modified_gmt":"2025-01-24T17:31:53","slug":"advanced-approvals-setup","status":"publish","type":"post","link":"https:\/\/morecpq.com\/index.php\/2022\/04\/11\/advanced-approvals-setup\/","title":{"rendered":"Advanced Approvals &#8211; Setup"},"content":{"rendered":"\n<p>Hey.  There&#8217;s a set of documentation that tells you how to set up advanced approvals.  It takes a while to do and lots of copy\/paste code and documentation back and forth action between the docs and your org.  Good news!  We made an installer!  \ud83d\ude42  Happy approving!<\/p>\n\n\n\n<p><a href=\"https:\/\/test.salesforce.com\/packaging\/installPackage.apexp?p0=04t4x000000lz1u&amp;isdtp=p1\" target=\"_blank\" rel=\"noreferrer noopener\">Sandbox<\/a> | <a href=\"https:\/\/login.salesforce.com\/packaging\/installPackage.apexp?p0=04t4x000000lz1u&amp;isdtp=p1\" target=\"_blank\" rel=\"noreferrer noopener\">Production<\/a><\/p>\n\n\n\n<p><strong>MUST DO!<\/strong><\/p>\n\n\n\n<p>After installing the above, make sure to do the below steps!<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Update email address in the email service to your admin email address!<\/li>\n\n\n\n<li>Connect the email service to Advanced Approvals.\n<ol class=\"wp-block-list\">\n<li>From the Email Service: Approval Services page, go to your new address and copy the value in the Email Address field.<\/li>\n\n\n\n<li>From Setup, enter\u00a0<kbd>Installed Packages<\/kbd>, and then select\u00a0<strong>Installed Packages<\/strong>.<\/li>\n\n\n\n<li>Find the Advanced Approvals package and click\u00a0<strong>Configure<\/strong>.<\/li>\n\n\n\n<li>Paste the email address into the Inbound Approval Email (Long) field, then save your changes.<\/li>\n<\/ol>\n<\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image size-full\"><img data-recalc-dims=\"1\" decoding=\"async\" width=\"670\" height=\"689\" src=\"https:\/\/i0.wp.com\/morecpq.com\/wp-content\/uploads\/2022\/04\/Snip-Email-Services-Salesforce.png?resize=670%2C689&#038;ssl=1\" alt=\"\" class=\"wp-image-1393\" srcset=\"https:\/\/i0.wp.com\/morecpq.com\/wp-content\/uploads\/2022\/04\/Snip-Email-Services-Salesforce.png?w=670&amp;ssl=1 670w, https:\/\/i0.wp.com\/morecpq.com\/wp-content\/uploads\/2022\/04\/Snip-Email-Services-Salesforce.png?resize=292%2C300&amp;ssl=1 292w\" sizes=\"(max-width: 670px) 100vw, 670px\" \/><\/figure>\n\n\n\n<figure class=\"wp-block-image size-full\"><img data-recalc-dims=\"1\" decoding=\"async\" width=\"840\" height=\"585\" src=\"https:\/\/i0.wp.com\/morecpq.com\/wp-content\/uploads\/2022\/04\/Snip-Email-Services-Salesforce-2.png?resize=840%2C585&#038;ssl=1\" alt=\"\" class=\"wp-image-1395\" srcset=\"https:\/\/i0.wp.com\/morecpq.com\/wp-content\/uploads\/2022\/04\/Snip-Email-Services-Salesforce-2.png?w=840&amp;ssl=1 840w, https:\/\/i0.wp.com\/morecpq.com\/wp-content\/uploads\/2022\/04\/Snip-Email-Services-Salesforce-2.png?resize=300%2C209&amp;ssl=1 300w, https:\/\/i0.wp.com\/morecpq.com\/wp-content\/uploads\/2022\/04\/Snip-Email-Services-Salesforce-2.png?resize=768%2C535&amp;ssl=1 768w\" sizes=\"(max-width: 840px) 100vw, 840px\" \/><\/figure>\n\n\n\n<figure class=\"wp-block-image size-large\"><img data-recalc-dims=\"1\" decoding=\"async\" width=\"940\" height=\"281\" src=\"https:\/\/i0.wp.com\/morecpq.com\/wp-content\/uploads\/2022\/04\/Snip-Edit-Settings-Salesforce-2.png?resize=940%2C281&#038;ssl=1\" alt=\"\" class=\"wp-image-1402\" srcset=\"https:\/\/i0.wp.com\/morecpq.com\/wp-content\/uploads\/2022\/04\/Snip-Edit-Settings-Salesforce-2.png?resize=1024%2C306&amp;ssl=1 1024w, https:\/\/i0.wp.com\/morecpq.com\/wp-content\/uploads\/2022\/04\/Snip-Edit-Settings-Salesforce-2.png?resize=300%2C90&amp;ssl=1 300w, https:\/\/i0.wp.com\/morecpq.com\/wp-content\/uploads\/2022\/04\/Snip-Edit-Settings-Salesforce-2.png?resize=768%2C230&amp;ssl=1 768w, https:\/\/i0.wp.com\/morecpq.com\/wp-content\/uploads\/2022\/04\/Snip-Edit-Settings-Salesforce-2.png?w=1153&amp;ssl=1 1153w\" sizes=\"(max-width: 940px) 100vw, 940px\" \/><\/figure>\n\n\n\n<p><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Hey. There&#8217;s a set of documentation that tells you how to set up advanced approvals. It takes a while to do and lots of copy\/paste code and documentation back and forth action between the docs and your org. Good news! We made an installer! \ud83d\ude42 Happy approving! Sandbox | Production MUST DO! After installing the &hellip;<br \/><a href=\"https:\/\/morecpq.com\/index.php\/2022\/04\/11\/advanced-approvals-setup\/\" class=\"more-link pen_button pen_element_default pen_icon_arrow_double\">Continue reading <span class=\"screen-reader-text\">Advanced Approvals &#8211; Setup<\/span><\/a><\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"jetpack_post_was_ever_published":false,"_jetpack_newsletter_access":"","_jetpack_dont_email_post_to_subs":false,"_jetpack_newsletter_tier_id":0,"_jetpack_memberships_contains_paywalled_content":false,"_jetpack_memberships_contains_paid_content":false,"footnotes":""},"categories":[1],"tags":[],"class_list":["post-1387","post","type-post","status-publish","format-standard","hentry","category-uncategorized"],"jetpack_featured_media_url":"","jetpack-related-posts":[],"jetpack_sharing_enabled":true,"_links":{"self":[{"href":"https:\/\/morecpq.com\/index.php\/wp-json\/wp\/v2\/posts\/1387","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/morecpq.com\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/morecpq.com\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/morecpq.com\/index.php\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/morecpq.com\/index.php\/wp-json\/wp\/v2\/comments?post=1387"}],"version-history":[{"count":12,"href":"https:\/\/morecpq.com\/index.php\/wp-json\/wp\/v2\/posts\/1387\/revisions"}],"predecessor-version":[{"id":2764,"href":"https:\/\/morecpq.com\/index.php\/wp-json\/wp\/v2\/posts\/1387\/revisions\/2764"}],"wp:attachment":[{"href":"https:\/\/morecpq.com\/index.php\/wp-json\/wp\/v2\/media?parent=1387"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/morecpq.com\/index.php\/wp-json\/wp\/v2\/categories?post=1387"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/morecpq.com\/index.php\/wp-json\/wp\/v2\/tags?post=1387"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}